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Mar 20, 2026
Sometimes a central bank’s vaunted research machine offers insights no sharper than whatever you’d get from chatting with a guy waiting at the bus stop
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Mar 13, 2026
The potential for economic aftershocks won’t provide clarity for the Fed’s calculus anytime soon.
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Feb 13, 2026
Energy, basic materials, and defensive consumer stocks are in. Tech and financials are out. That, at least, is Mr. Market’s view so far in 2026, based on a set of US equity...
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Feb 4, 2026
Commodities and foreign stocks led the performance race in January for the major asset classes, based on a set of ETF proxies.
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Jan 29, 2026
Confidence in the economy fell sharply in January, slumping to a 12-year low, according to the Conference Board latest survey data.
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Jan 28, 2026
Prices for raw materials have rocketed higher so far this year, outperforming the rest of the major asset classes by a wide margin.
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Jan 5, 2026
Global markets endured a volatile run in 2025, but when the last trades closed on Dec. 31 all the major asset classes posted gains for the year.